William J Bloom

Current Employers

Employment History

• 02/2014 → 01/2024
  Woodbury Financial Services, Inc.
  Frankfort, IL
• 01/2024 → Present
  Osaic Wealth, Inc.
  Chicago, IL

Previous Registrations

• 2014-02-27 → 2024-01-19
  Woodbury Financial Services, Inc.
  Frankfort, IL
  Naples, FL
  Frankfort, IL
  Chicago, IL
  Frankfort, IL

Other Businesses

1) BLOOM FINANCIAL, CO. POSITION: President NATURE: S Corporation INVESTMENT RELATED: Yes NUMBER OF HOURS: 5 SECURITIES TRADING HOURS: 2 START DATE: 02/20/2014 ADDRESS: 65 W Jackson Blvd, #109, Chicago IL 60604 DESCRIPTION: Fixed Business 2) BLOOM FINANCIAL POSITION: Author NATURE: I am writing a book to help boaters, which is my natural market, to learn about retirement. I want to inform them of the way that I help clients with their retirement needs. INVESTMENT RELATED: No NUMBER OF HOURS: 4 SECURITIES TRADING HOURS: 0 START DATE: 11/10/2015 ADDRESS: 65 W Jackson Blvd, 109, Chicago IL 60604 DESCRIPTION: Write the book, book is planned to be sold on amazon and there has been nothing uploaded yet on amazon. No compensation has been had yet. 3) RENTAL PROPERTY POSITION: Owner NATURE: Owner of rental property. INVESTMENT RELATED: No NUMBER OF HOURS: 0 SECURITIES TRADING HOURS: 0 START DATE: 04/28/2021 ADDRESS: 208 W Washington St, Chicago IL 60604 DESCRIPTION: Owner of rental property. 4) DIANE MONEY POSITION: owner NATURE: S Corp - I hired someone to create an algorithm/app/website www.dianemoney.com about how to create better plans for Bill pay. The algorithm will look at past spending habits to see if there is a way to make better financial choices. It will give you a monthly update to help the users make a choice towards reaching a goal. It will think for them to choose options to reach their goals by their actions. INVESTMENT RELATED: No NUMBER OF HOURS: 2 SECURITIES TRADING HOURS: 0 START DATE: 11/17/2020 ADDRESS: 65 W Jackson blvd, Suite 109, CHICAGO IL 60604 DESCRIPTION: Owner - delegating tasks to collaborators and contractors. 5) BLOOM CONSULTING POSITION: owner NATURE: Sole proprietorship INVESTMENT RELATED: No NUMBER OF HOURS: 5 SECURITIES TRADING HOURS: 0 START DATE: 11/01/2024 ADDRESS: 208 W Washington St, 1213, Chicago IL 60606 DESCRIPTION: I would like to work with corporations to see what their corporate structure is to see if they are aligned with their end goals. Whether they want to sell the business or keep it in their family. This is the consulting work that I would like to do to see if they are able to plan for better succession planning and tax benefits. 6) MONDAY MINDSET MANIFESTATIONS POSITION: creator NATURE: sole prop. INVESTMENT RELATED: No NUMBER OF HOURS: 0 SECURITIES TRADING HOURS: 0 START DATE: 06/04/2025 ADDRESS: 208 W Washington St, Chicago IL 60606 DESCRIPTION: recorded 52 weeks worth of a manifestation audio recording regarding a money manifestation. 7) RETIRE AS YOU DESIRE MINDSET WORKSHOP POSITION: creator NATURE: A mindset webinar that shows people a pdf to work through in order to analyze how prepared they are from a lifestyle and mindset perspective. INVESTMENT RELATED: No NUMBER OF HOURS: 0 SECURITIES TRADING HOURS: 0 START DATE: 06/04/2025 ADDRESS: 65 W. Jackson Blvd #109, Chicago IL 60604 DESCRIPTION: Just recorded a webinar for people to pay for the content. 8) CHICAGO YACHT CLUB POSITION: Member of Board NATURE: Non-Profit INVESTMENT RELATED: No NUMBER OF HOURS: 2 SECURITIES TRADING HOURS: 0 START DATE: 01/01/2026 ADDRESS: 400 E Monroe, Chicago IL 60603 DESCRIPTION: Serve in the club's governance program.

Exams

• S65 Uniform Investment Adviser Law Examination
  2014-02-19
• S63 Uniform Securities Agent State Law Examination
  2008-12-09

Other Names

• William J Bloom